The pandemic-associated supply chain problems have brought forward a long-anticipated shortage of truck drivers that was always going to power the shift to a more intermodal-like share of highway traffic. It might even help improve carload siding-to-siding traffic share vs. trucking or barges. But that doesn’t, from the available commercial statistics, appear to be happening.There are no short-term solutions, and the railroads have to think about how best to do shorter-haul and retail intermodal trains.
There is very little statistical evidence showing that railroad freight market share is now growing by taking away vast amounts of trucking business. There are a variety of sources for that slowing intermodal rail growth theory.
25.10.21
RAILROADS CANNOT RECAPTURE LINKS IN THE SUPPLY CHAIN BY DEFAULT.
Shippers can see through the "operating efficiencies" spin.
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That happens when you keep pruning branch lines and running off boxcar traffic. Intermodal will never have the revenue that boxcars have. Yes they’re more work, but that’s also why they charge more. PSR is a fad that’s self destructive in the end. It’s a fools errand. Which would you rather have, 50% of 4 Billion or 60% of 6 Billion? Wall Streets obsession with the railroads Operating Ratio is a fatal one.
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